When offering payment plan options to a patient, it's important to ensure the plans being presented align with your practice's expectations before the request is sent.
The Preview feature allows your team to review the payment plans exactly as they will appear to the patient. This gives staff an opportunity to verify installment amounts, payment schedules, discounts, and overall presentation before the patient receives the request.
By previewing the payment plan request, your practice can help reduce errors, avoid confusion, and be confident that patients are seeing the intended payment options.
Benefits of Previewing a Payment Plan Request
Before sending a Custom Payment Plan Request, you can use Preview to:
Confirm the payment plans being presented to the patient
Verify down payments, installment amounts, and payment schedules
Review any discounts and savings displayed on the plan
Ensure the patient experience matches your expectations
Catch potential mistakes before the request is sent
Tip: The preview displays the same three payment plan cards that patients will see, making it easy to review the experience from the patient's perspective.
How to Preview a Custom Payment Plan Request
Navigate to Payments from the left-hand menu.
Select Payment Plans.
Open an existing Custom Payment Plan Request or create a new one.
Add at least one payment plan option.
Click Preview.
The preview screen will open, displaying the payment plans to be presented to the patient.
What You'll See in the Preview
The preview displays the three payment plan cards that will be shown to the patient. These are the plans selected by PbN to provide the patient with the most relevant payment options.
Each plan card includes:
Plan Information
Plan name or label
Plan description
Plan Details
Down payment amount
Number of installments
Monthly installment amount
Payment Schedule
First payment date
Payment frequency
Final payment date
Total Cost
Total amount due
Discounted price (if applicable)
Savings amount (if applicable)
What Is Not Shown in the Preview
The preview is intended as a review tool and does not allow changes to be made directly from the preview screen.
The preview does not display:
A Select Plan button
Any plans that were not selected for the patient
Details about how plans were ranked or chosen
Only the payment plans that will be presented to the patient are shown.
Navigating the Preview Screen
The breadcrumb navigation at the top of the page shows: Payment Plans > Custom Payment Plan Request > Preview
To return to the request:
Click Back, or
Use the breadcrumb navigation
If you make changes to the available plan options after previewing, select Preview again to review the updated patient experience before sending.
Important Notes
The Preview button becomes available after at least one payment plan option has been added.
Previewing a request does not send any communication to the patient.
The feature is available only before the request is sent.
The preview uses the same plan card layout that patients will see when selecting a payment plan.
If changes are made to the request, preview it again to verify the updated information before sending.